2010 Tax Planning and Forecasting: Individual Income Tax Issues
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Rosemarie C. Steeb
Executive Director, Personal Financial Services
Ernst & Young LLP

Rosemarie is an Executive Director in Ernst & Young's Personal Financial Services and Exempt Organization practice. She is based in the Buffalo, NY office location. She is the National Compliance Operations Leader for the Trust, Estate & Gift product lines with 22 years of overall experience in tax compliance and planning issues focused primarily on trusts, tax exempt organizations and high wealth family individual tax clients. Rosemarie has been consulted for expert witness testimony on matters related to fiduciary accounting income and distributable net income. Her major clients including bank trust tax departments and liquidating trusts as well as family groups with a multitude of types of fiduciary relationships including grantor retained annuity trusts (GRATs), electing small business trusts (ESBTs) and charitable split interest trusts are located in a variety of geographic locations including New York, Pennsylvania, Illinois, and West Virginia. She is a regular instructor at both firm sponsored and external organization education sessions covering a multitude of tax technical and non-technical topics.

Rosemarie is a CPA and a board member of the Western New York chapter of the New York State Society of CPA’s as well as member of the AICPA. She serves as Treasurer for National Federation of Just Communities of Western New York, Inc.

B.S.B.A., Rockhurst College

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Timothy P. Speiss, MST CPA PFS IAR
Partner and Chairman, Personal Wealth Advisors
Eisner LLP